Investment Traffic Lights

The U.S. elections, progress on vaccination, good quarterly figures and plenty of liquidity continue to drive the markets, which in some sub-segments are showing bubble symptoms.

CIO Commodity Commentary

By: Darwei Kung

The bulls are back in town

Investment Traffic Lights

2020 was better than its reputation – at least from an investor's perspective. In 2021, on the other hand, companies and consumers should fare better while investors may face a more difficult time. Broad positioning will be important.

CIO Commodity Commentary

By: Darwei Kung

After a challenging year, a positive outlook

Asia’s new trade bloc makes it even stronger

By: Elke Speidel-Walz

Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.

Investment Traffic Lights

The vaccines were the breakthrough. Now a year beckons in which central banks are likely to keep interest rates low even as economies recover.

Investment Traffic Lights

The stock-market rollercoaster could continue in November, depending on the evolution of Covid-19 and precisely what emerges from the hard-fought U.S. election.

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

CIO Commodity Commentary

By: Darwei Kung

Gold remains an attractive diversifier

Our probably final updates on U.S. election probabilities

By: Johannes Müller

Looking good for Democrats – don't count out the underdogs, though

Investment Traffic Lights

We believe that the wait-and-see, nervous attitude of the markets in September could continue in October. Central-bank support remains important.

CIO Commodity Commentary

By: Darwei Kung

Oil will likely grind higher

U.S. elections 2020: Everything will be obvious, once you know the answers

By: Johannes Müller, Peter Doralt

The upcoming U.S. elections could be remembered as the most important since 1980.

Investment Traffic Lights

Many markets reached new highs in August, stretching valuations even further. Combined with recent political developments this is pointing toward a stormy autumn.

CIO Commodity Commentary

By: Darwei Kung

Gold is keeping us excited